Annual Report

Encouraging
students.
Building
relationships.
Strengthening
communities.
2013 Annual Report
Message
from the CEO
Dear Friends,
Bottom Line has completed our 16th year and the future has never looked so bright. Thanks to your confidence and support
we continue to push ourselves to work with many more students every year. We have built some wonderful new partnerships
with long-term investors locally and nationally and we have reinforced our objective to build stronger communities in the areas
we serve.
Tremendous energy and thought surrounds the issue of college completion and we find ourselves right in the middle of the
activity. Bottom Line’s role is the same now as it has always been — ensuring that above all, the students we serve come first. And
that a quality RELATIONSHIP with a Bottom Line counselor will make a positive difference leading towards graduation. In the pages of
our 2013 Annual Report you will read about many of the exciting things happening at Bottom Line including the development of our
Success Direct program model and our upcoming national expansion (Chicago!). But none of these things would be possible
without the initial spark of a relationship that is born between student and counselor.
We thank you for your support and continued confidence in our solution to break the cycle of poverty by building thriving
communities from within through higher education.
Sincerely,
Greg Johnson
CEO
Bottom Line helps low-income and first-generation students get in to college,
graduate from college, and go far in life.
Our Vision
We work to ensure that every student can access and attain a bachelor’s degree,
regardless of their family background or where they live. We believe that helping
enough students from each community realize the dream of a college diploma
can transform that community with lasting change.
Our Core Values
DEAL
Our Mission
Relationships. Persistence. Results. Efficiency. Responsibility. Excellence.
Our Programs
College Access centers around counselors helping high school seniors navigate
every step of the college application process, including researching schools, writing
essays, applying for financial aid, and selecting a well-matched college to attend.
6 YEAR COLLEGE
GRADUATION RATES
College Success begins the summer after high school with a summer bridge
program. Once the semester begins, students will receive up to six years of oncampus / relationship-focused support to help resolve problems that threaten to
derail their progress toward graduation. We focus on academic Degree progress,
Employability, financial Aid and Life. By building strong one-on-one relationships
and monitoring progress with our DEAL assessment rubric, Bottom Line greatly
enhances our students’ chances of success in college and beyond.
BOTTOM
LINE
AVERAGE
34% 76%
*
* Moving beyond access: College success
for low-income, first-generation students.
The Pell Institute, 2008.
3
Growth
This past year has been marked by exciting progress. We continued to increase
the overall number of students served across the whole organization by nearly 20%.
As we grow, we will add staff to ensure each student relationship continues to be
cultivated over many years; and to make certain quality decisions are made that
lead to success.
ACCESS STUDENTS
In February 2013, the 4 team members
from Bottom Line’s national team
moved into a separate space in the
same building as our Boston office.
In July, 2 more team members joined
our effort, including Jed Smith, Chief
Development Officer and Andrew
MacKenzie, Director of Evaluation.
We are looking forward to their
contributions and experience as
we look toward the future.
4
650
775
852
FY11
FY12
FY13
* First generation LI student
COMING SOON!
Bottom Line Chicago
In the summer of 2014 we will open
an office to serve the students of
Chicago. This event marks a transitional
moment in the organization as we will
broaden our impact on a national scale.
Chicago is a city that shares many of
the same obstacles and advantages as
Boston and New York. Chicago Public
School graduates face the same
challenges as students from other large
metropolitan areas. The overall 6-year
college graduation rate of CPS
graduates is 45%. We’ve seen that
we can dramatically impact that
outcome and over the next few years
we will be working with thousands of
additional students.
There’s no App for that!
Throughout the past year there has
been an explosion of online tools and
phone-based apps designed to provide
support to students making their way
to and through the higher education
system. We look forward to integrating
technology into our program where
it will add value to our work, but we
believe firmly that these tools cannot
replace the critical nature of the oneon-one student counselor relationship.
SUCCESS STUDENTS
Bottom Line’s National Office
943
1133
1478
FY11
FY12
FY13
Now in three offices (Dorchester, Jamaica Plain and Worcester), Bottom Line –
Massachusetts grew to a staff of 36 employees in the 2012-2013 school
year. We supported just over 2,000 students and for the first time 87% of our
most recent class of college students have graduated. Thanks to a $2.5M
commitment from the Lewis Family Foundation, we have concentrated our
growth in Boston’s highest-need communities: Dorchester, Roxbury and
Mattapan. We plan to double the number of students we serve from these
neighborhoods, and the number of college students we support overall,
by 2017.
Bentley University • Boston College • Boston University • Bridgewater State University • Clark University • College
of the Holy Cross • Fitchburg State University • Framingham State University • Massachusetts College of Liberal Arts •
Massachusetts College of Pharmacy and Health Sciences • Northeastern University • UMass Amherst • UMass Boston • UMass
Dartmouth • UMass Lowell • Salem State University • Suffolk University • Wentworth Institute of Technology • Worcester
Polytechnic Institute • Worcester State University
BOTTOM LINE
SUCCESS PROGRAM
GROWTH
Massachusetts
87%
of our most recent class of
college students graduated
in 6 years
1112
1359
1710
2032
2087
2467
FY12
FY13
FY14
FY15
FY16
FY17
5
Like many other Bottom Line students, Josie juggles school, a social
life, and significant financial responsibility for her family. She is always
available to her two younger siblings as a role model and caretaker.
She pays all of her own bills and works long hours. With all of these
obligations, Josie struggled in her first year of college to determine a
major, balance school and family responsibilities, and gain meaningful
work experience.
Through monthly on-campus visits, weekly phone conversations and
frequent emails, Josie’s Bottom Line counselor, Nicolle, was able to
be her support system. Nicolle helped her realize her interest in
nursing and was ecstatic when Josie was admitted into the university’s
“I really
appreciate that my
counselor checks up on my
financial aid and class grades to
make sure I’m on track and nothing
gets in the way of my education.”
Matthew Yu
UMass Boston ‘17
prestigious nursing program. She connected Josie to Family Van,
an organization where she gained real-world nursing experience
by performing screenings, delivering health counseling and
referring patients to specialists.
6
Josie’s Story
“While my academic institution was
a suitable place to commence my
academic career, the extra one-on-one
attention I received and continue receiving
from Bottom Line is truly what helped me
get to where I am today. Every counselor
I’ve been assigned has provided me with
academic encouragement as well as
personal and financial advising support.
I am absolutely thankful to be a part of
a program that is hungry for every
individual student to achieve success!”
Josie Miranda
UMass Boston ‘16
Snapshot
of Success
“Over the past five years, I was fortunate
enough to have Bottom Line counselors
who supported me to become the person
I am today. My most recent Bottom Line
counselor, Sheryl, worked tremendously
hard to help me apply to graduate school
at Assumption College. Sheryl also looked
over my resume to make sure it was
‘interview ready’. If it wasn’t for the
support and guidance of Bottom Line,
I have no clue where I would be today!”
Tyler Holman
UMass Dartmouth ‘13
In May 2013, our first class of Worcester students graduated from
college. Tyler Holman (featured above) joined 165 other Bottom Line
students from Boston and Worcester to receive a diploma and begin
a career.
Through Bottom Line’s innovative approach, called Success Direct,
low-income and first-generation college students who received
guidance from other programs while in high school can now have
the support of a Bottom Line counselor while in college and until
graduation. With the growth of our Success Program, Bottom Line
plans to produce 434 new college graduates annually by 2019.
166
“My
family came from
China seven years ago, so we
did not have enough knowledge
of the U.S. education, finance and
employment systems. However, my Bottom
Line counselor has assisted me to become
successful in college and my career. My
counselor even set up two mock-phone
interviews to boost my confidence
before the real interview.”
Jin Feng Chen
UMass Amherst ‘14
Bottom Line - Massachusetts
students graduated from college
in the 2012-2013 school year
7
In 2011, Bottom Line – New York opened its doors to 120 high school
students and 20 first-year college students. In just a little over two years,
the New York office has grown to serve nearly 700 students all of whom
are committed to earning a bachelor’s degree. We’ve seen tremendous
growth since Bottom Line – New York’s inception, but this is only the
beginning – by 2017 we’ll be serving over 2,000 students annually.
CUNY Brooklyn College • CUNY City College • CUNY City Tech • CUNY College of Staten Island • CUNY Hunter College
CUNY John Jay College • CUNY Lehman College • CUNY York College • Fordham University • Sage Colleges of Albany • SUNY Albany
SUNY Buffalo State • SUNY New Paltz • SUNY Stony Brook • St. Francis College • St. Joseph’s College
We have seen an overwhelming demand
for our programs in New York, especially
for the College Success program. As
a result, we now work with students
referred from high schools and communitybased organizations around the city to
provide our long-term college retention
support. This past spring, we received
nearly double the number of applications
for which we had slots. This year we’re
supporting even greater numbers of
New York City students as they work
toward earning a college degree.
Mona Mokaddam
SUNY-Stonybrook ‘15
BOTTOM LINE - New York
GROWTH PLANS
New York
“My
counselor has
done a great job taking
the time to listen to my concerns.
I feel confident in knowing that
I have someone to turn to when
things get a little too hard for me
to manage.”
n # of ACCESS STUDENTS
810
n # of SUCCESS STUDENTS
500
300
200
8
1,330
385
400
115
FY13
FY14
FY 15
FY16
•
•
Like many New York City high school students, Greg Fletcher attended a large high
school with hundreds of seniors and one college counselor. For Greg, the relationship
he developed with Victoria, his Bottom Line counselor, was far more personalized than
the one he could have developed with his counselor in school.
Access
Greg Fletcher
Brooklyn, New York
George Westinghouse HS ‘13
Ithaca College ‘17
Year in the Life: Highlights
Summer
6/25 Meets Victoria for the first time.
7/31 Builds an initial college list.
8/9
Finalizes CUNY and SUNY list.
8/29 Works on brainstorming and
outlining essay topics.
9/15 Finalizes college list and
edits essays with Victoria.
“Bottom Line pushed me to have new
experiences – without that
push I probably wouldn’t have
made the decision to
leave home.”
Ensuring that all students have a college
option that is a good fit financially,
academically and socially is central to
Bottom Line’s College Access work.
Throughout the fall, Greg worked with
Victoria to research colleges, build a solid
college list, edit and revise his essays and
complete applications to over 16 colleges.
In January, their focus turned to completing the
extensive financial aid forms necessary to ensure that
Greg would have a set of affordable choices come spring.
Greg Fletcher
Ithaca College ‘17
When decision-making time rolled around in the spring, Greg had to make
a difficult choice between the local school he’d had his heart set on, Baruch
College, or leaving the city to try something completely new – Ithaca College.
At first Greg was nervous at the idea of living away from home, but Victoria
encouraged him to take the risk. Today Greg is mid-way through his first year
at Ithaca College studying business.
Fall/Winter
10/10 Plans a timeline for completing
college applications.
10/18 Works with Victoria on supplemental essays.
10/22 Submits CUNY and SUNY applications!
11/13 Sees Victoria for help on
additional applications.
11/30 “Hits submit” on all of his college
applications!
Spring
1/14 Completes financial aid applications.
2/25 Hunts down the documents needed
to apply for Opportunity Programs.
3/30 Received acceptances and financial aid packages from 13 schools.
4/8
Relies on Victoria to help analyze
financial aid packages to determine
the best fit.
5/1
Decides to go to Ithaca College.
9
Success
Like many Bottom Line students, Marlin
Santana struggled to adjust to the
academic expectations of college.
Our counselors work with students to
improve their study habits, maximize
academic support on campus, and
manage the competing priorities of
school, work, family and friends. In
the end, Marlin pulled off a tough first
semester with a 3.06 GPA!
Marlin Santana
Bronx, New York
Peace and Diversity High School ‘12
SUNY College at Buffalo State ‘16
Year in the Life: Highlights
Fall
9/27 Marlin’s financial aid was reduced.
Discusses with Risa how to manage her remaining financial obligations.
10/9 Creates a time management calendar
with Risa to help keep track of her
study time.
11/28 Reviews test-taking strategies and
prepares for finals.
Winter
“Bottom Line has
helped me grow not only
as a student but as a person too.
Bottom Line gave me the resources
and confidence to tackle a variety
of problems from my financial aid to
homesickness. There’s no doubt in my
mind that they have my back.”
Marlin Santana
SUNY - Buffalo ‘16
6
years
# of years that Bottom Line will
support a student through college
10
We believe that having a dedicated
full-time counselor is essential to
ensuring that a student achieves
success and earns their degree.
When Marlin reached out to Risa in the
winter, she was stressed and feeling
disconnected from family and friends.
Risa coached Marlin through the moment
by phone, and then sent her a care
package with a card signed by the entire
Bottom Line staff to help cheer her up.
1/8
Reviews her first semester at school and
makes a plan for getting more involved on campus.
2/5
Reviews academic progress and checks on financial aid and campus life.
Financial instability can be a major
barrier to completing college for lowincome students. Bottom Line provides
financial coaching and works with
students to help them maintain their
financial aid throughout college. With
the support of Bottom Line, 94% of
our students remain on track financially
throughout their time in college.
5/3
2/28 Reaches out to Risa because she’s
feeling overwhelmed.
Spring
3/8
Is referred by Risa to a colleague in the education field to learn more about
career opportunities.
4/11 Updates her financial aid forms.
Works with Risa to map out her study
schedule for finals.
6/12 Becomes a coach for the new class of incoming Bottom Line students at
her college.
Financials
Statements of Financial Position*
2013
2012
Cash and cash equivalents
2,735,779 2,128,881 Pledges receivable
1,911,462 1,218,879 Prepaid expenses & other assets
Assets
Property & Equipment (less depreciation)
Other assets
TOTAL
ASSETS
Current liabilities
Deferred rent
70,249 44,245 4,717,490 3,392,005 175,613 184,029 1,103,769 133,152 5,996,872 305,917 3,709,186 113,466 47,754 47,166 5,643,201 3,548,554 5,996,872 3,709,186 2013
2012
Revenue & support
6,096,153 2,825,716 Program Services
3,240,926 2,313,561 Administration
309,642 273,694 Fundraising
Net assets
TOTAL LIABILITIES AND NET ASSETS
Statements of Activities **
450,938 288,810 EXPENSES
4,001,506 2,876,065 Change in net assets
2,094,647 Net assets, beginning of year
3,548,554 NET ASSETS, END OF YEAR
5,643,201 3,548,554 2013
2012
Statements of Cash Flows** (50,349)
3,598,903 Net cash provided by operating activities
687,141 173,930 Net cash used in investing activity
(80,243)
(70,757)
Net increase in cash
606,898 103,173 Cash & cash equivalents, beginning of year
2,128,881 2,025,708 CASH & CASH EQUIVALENTS, END OF YEAR
2,735,779 2,128,881
* June 30, 2013 & 2012
** For the period from July 1, 2012 - June 30, 2013 & July 1, 2011 to June 30, 2012.
11
Board of Directors
National Board of Directors
NY Regional Board
MA Regional Board
Marc Smith (Chair)
Robert Shepler (Chair), Legg Mason
Kevin Connolly (Chair), State Street
Bob Ballard, USA Funds
Sarah Binder,
Hughes Hubbard & Reed LLP
Elaine Caprio, Liberty Mutual
George Chu, Citizen Schools
Kevin Connolly, State Street, (MA Chair)
Dan Cohen
Emerson Foster, Sodexo
Greg Johnson, Bottom Line
Sheryl Colyer, Pfizer
Tim Hunt, Cubist Pharmaceuticals
Kay Marquet
Louisa Holland, Sudler & Hennessey
Owen Mathieu
The Hon. Patti Saris,
Federal District Court
Derrick Johnson, BlackRock
Dave McGlinchey, Sears Holdings Corp.
John MacPhee, The Jed Foundation
Viola Morse, Brandeis University
Robert Shepler, Legg Mason (NY Chair)
Chitra Narasimhan, Citi Ventures
Mike Refojo,
Dave Terry, Remedy Partners
John Vaske, Goldman, Sachs & Co.
RBC Global Asset Management
Wes Thompson, Sun Life Financial
Hope Woodhouse
Susie Roberts, Anderson & Kreiger LLP
Jessica Zoob, American Express
Ruthanne Russell, Hill Holliday
Joe Foley
Michele Scavongelli, The Ed Law Project
Linda St. John,
Fallon Community Health Plan
“My counselor is
wonderful. Not only is
she friendly and kind, but she
understands the path that I’m going
toward and carefully weighs out the pros
and cons of each choice. For example, she
took the time to help me break down the
classes I need to take to get
toward my major.”
Brian Ng
UMass Boston ‘17
12
Kirk Taylor, Biogen Idec
Kenn Turner, MA Port Authority
Mike Volo,
Cammack LaRhette Consulting
My counselor
makes the process really
easy. She’s very kind and
supportive. And she has very
flexible hours which is great. I feel
like she’s there because she
genuinely wants to help us out.
Kwasi Bandoh
Worcester South HS ‘14
2200
# of students that Bottom Line
worked with this year
Donors
$100,000+
The Hearin-Chandler Foundation
Hill, Holliday, Connors, Cosmopulos Inc.
The Llewellyn Foundation
The MacPhee Family
Owen and Eileen Mathieu
Peggy and Philippe Mauldin
Judy Meelia
Richard Meelia
James C. Melvin Trust
Alan Halfenger and Judy Moroz
Chitra Narasimhan and Anoop Dhakad
The New York Community Trust
Olivia’s Organics
The Red Sox Foundation
Michele and Peter Scavongelli
Schrafft Charitable Trust
Carl and Ruth Shapiro Family Foundation
The Shawn Carter Foundation
Shaw’s Supermarkets
Robert Shepler
Sherin and Lodgen LLP
Marc and Mary Ellen Smith
Paul and Marjorie Stanzler
$50,000 to $99,999
State Street Corporation
J.E. and Z.B. Butler Foundation Stevenson Family Charitable Trust
Bain Capital Children’s Charity
Stop & Shop New England
Capital One
Stop & Shop NY Metro Divison
Stella and Charles Guttman Foundation
Sun Life Financial
The Heckscher Foundation for Children
UMass Memorial Health Care Inc
Liberty Mutual Foundation
Giselle Wagner and Paul Myerson
Mifflin Memorial Fund
Hope B. Woodhouse and Richard Canty
National Grid
$5,000 to $9,999
Amelia Peabody Foundation
.406 Ventures
The Price Family Foundation, Inc.
Agilysys
Daniel Rothenberg
Agnoli Sign Company, Inc.
Patti Saris and Arthur Segel
The Bernard and Anne Spitzer Foundation American Express Employee Matching
Gift Program
State Street Foundation
Amerlux Lighting Solutions
TG Public Benefit Program
Automatic Data Processing Inc.
$10,000 to $49,999
Frederick A. Bailey Trust
Anonymous (2)
Paul and Edith Babson Foundation
Lloyd G. Balfour Foundation
Bob Ballard
Bank of America Charitable Foundation
Baltic Trail Engineering
Ed Bedrosian
John and Mary Ann Begley
Citibank
James Benson
The Clowes Fund
Biogen Idec Foundation
Dan Cohen
Peter and Patricia Bishop
Sheryl Colyer
Bloomberg L.P.
Josephine and Louise Crane Foundation Blue Cross Blue Shield of Massachusetts
The Frances L. & Edwin L. Cummings BNY Mellon Charitable Giving Program
Memorial Fund
Boston Scientific
DTZ, A UGL Company
Citizens Bank
Ruth H. and Warren A. Ellsworth
The Charles and Margaret Clark Family Foundation
Charitable Fund
Fallon Community Health Plan
ClearBridge Advisors
Fancy
Kevin and Jane Connolly
FM Facility Maintenance
Cubist Pharmaceuticals, Inc.
Greater Worcester Community
Denise DeAmore
Foundation
Donovan Carlson Golf Committee/
The Hanover Insurance Group
The Jimmy Fund
Foundation
The Boston Foundation
Charles Hayden Foundation
Lewis Family Foundation
Michael and Susan Dell Foundation
New York Life Foundation
The Pinkerton Foundation
Richard and Susan Smith
Family Foundation
Richard and Susan Smith
John, Amy S., James and
Elizabeth Berylson
Jonathan Block and
Jennifer Berylson Block
Robert and Dana Smith
Debra S., and Jessica and
Andrew Knez
SRAM Antitrust Litigation Settlement
TG Public Benefit Program
Tiger Foundation
Tortora Sillcox Family Foundation
USA Funds
Eastern Bank Charitable Foundation
EnerNOC
The Fletcher Foundation
Fresh Express/Chiquita Brands
The George F. and Sybil H. Fuller
Foundation
Double S. Management LLC
Guy Carpenter & Company LLC
Hamersley Partners LLC
The Francis A. and Jacquelyn H.
Harrington Foundation
Harvard Pilgrim Health Care
Hoche-Scofield Foundation
Louisa Holland and Stephen Rinehart
Ironshore Inc
Doug and Lisa Kra
Legg Mason & Company
Lesley University
Jennifer and Scott Madden
Marsh & McLennan Agency
(locally known as The Bostonian Group)
Millennium: The Takeda Oncology
Company
Viola and Richard Morse
Motorola Solutions/Optical Phusion Inc.
People’s United Community Foundation
Abraham Perlman Foundation
Pfizer Inc. Employee Matching Gift Program
Vivian Genn and Robert Pittman
Polar Beverages
Reebok International Ltd.
Mike and Christy Refojo
Rodman Ride for Kids
Sapient Corporation
SBLI
Staples Foundation for Learning
Brian and Maria Steck
The Stoddard Charitable Trust
Stroock & Stroock & Lavan LLP
Sudler & Hennessey
Suffolk University
Swiss Re
Transamerica Life Insurance Co.
University of Massachusetts, Boston
Verizon Wireless
Viacom Inc.
Michael and Karen Volo
Willis Re, Inc.
Jessica Zoob and Rob Donahue
$1,000 to $4,999
Accenture
Acosta
Aerotek
Barbara Alleyne
Joshua Alper
American Express
Anonymous (2)
Karen and Jim Ansara
Matthew and Judi Appelstein
Arch Reinsurance Company
AT&T
Richard Baccari
Backyard Farms, LLC
Gwendolyn Baker
Bank of America
Barclays Employee Matching Gift Program
Drake and Maria Behrakis
Bentley University
Sarah Binder and Punit Mehta
Jeffrey Blaugrund and Sarah Aroeste
Blaugrund
Boston Properties
Bowditch & Dewey, LLP
Bridgewater State University
Dr. Madonna Browne
John Buckley, Sr.
Canon
Cervello
Choate Hall & Stewart LLP
Ginnie Chow
College of the Holy Cross
Compucom
Cooper Lighting and Reflex Lighting
Crossmark
Pat Culhane
Dana Farber Cancer Institute
Fred Harris Daniels Foundation
Delta Dental of MA
Dhakad Associates
Dietz and Watson
Judith Anne Donahue
Vincent Dowling Family Foundation
Dunkin Donuts
Edens Limited Partnership
EMC Corporation
Eurest Dining Services
Gayle Falvey
David and Willa Fawer
Federal Realty
Fermat Capital Management LLC
Sandra Forziati Family Foundation
Jacqualyn Fouse
Frito-Lay
Gail Garinger
GDF Suez Energy Resources NA
Manny and Myra Genn
Goulston & Storrs, PC
GZA GeoEnvironmental, Inc.
Chris and Chrissy Harding
Health Market Science
Arie Hochberg
Claudia Holland
Hood
The Howell Family Charitable Foundation
Hughes Hubbard and Reed, LLP
Richard Hulit
Richard Hulit, Jr.
Iron Mountain
Shelly Jacoby
John Hancock Financial
Gregory and Ginger Browne Johnson
Derrick and Tina Johnson
Johnson O’Hare Company
Gerald Jordan Foundation
Lori Katz
KeHE Distributors, LLC
Kellogg Company
KimCo Realty Group
Brooks and Laura Klimley
Elizabeth and Allen Kummu
Mark LaGratta
Sarah Landy
Jonathan Lavine
Susan and David Lazarus
Hung Le
Michael Lee
Susan and Arthur Leeds
Liberty Mutual
John and Dudley Macfarlane
Laura Machado
Peter and Valorie Markarian
John and Cindy Marrs
Massachusetts College of Pharmacy
& Health Sciences
The Mildred H. McEvoy Foundation
Mike and Gaelynn McGavick
Dave and Monica McGlinchey
Joseph and Joan McGlinchey
Michael and Sally McNamara
Denise and Mike McNeice
The Mentor Network Charitable
Foundation, Inc.
MFS Investment Management &
Subsidiaries
Mintz, Levin, Cohn, Ferris, Glovsky,
and Popeo, P.C.
Mondelez International
Morgan Stanley Foundation
Christopher Arnold and Val Murray
Jeff and Andrea Nadolney
National Development
Neuberger Berman
New Balance
New York Life Insurance
Newmark Grubb Knight Frank
Noble Americas Energy Solutions
North Coast Seafoods
Odyssey Reinsurance Company
Old New England Construction
Oppenheimer & Co. Inc. Employee
Matching Gift Program
Pepsi Bottling Group
Dawn Perry
Pfizer
Piper Jaffray & Co. Employee
Matching Gift Program
Cheryl Pipia
William J. Poorvu 2010 Charitable
Lead Trust
RBC Global Asset Management
13
14
RelayHealth/McKesson
Reliant Medical Group
Barrie Ringelheim
Rivers Givers
Susan Roberts
Carol Rocker
Charlotte Rocker
Christopher Rocker
Deborah Koste and Kurt Rockstroh
The Rogers Foundation
John Roof
Ruthanne Russell
Salem State University
Sapient Corporation
Sargento Foods
Bernard L. Schwartz
Melissa Hambly Scollans
Laura Sen
Seyfarth Shaw
Michael Short
Simon Paston & Sons
Reid Simpson
Nancy and Kirk Smith
Jeffrey Smith
Sodexo
Josh and Nancy Solomon
Linda St. John
Stalwart Systems
Staples
Start Elevator Inc.
Steward Health Care System
James and Cathleen Stone
Jim and Lori Sylvia
Target
Kirk Taylor
Teleflex Foundation
David and Emily Terry
Barbara Thomas
Wes and Rosemarie Thompson
Yvonne Tran-Nguyen
Trans Re
Turbana
Kenn Turner
UMass Medical School
UniBank
Unilever
United Bank Foundation
Vanasse Hangen Brustlin, Inc.
Louis Vigden
Kevin Walker
Weather Wise Conditioning Corporation
Frederick E. Weber Charities Corporation
Webster Five Foundation
Webster Lock
Anne Welch
Wellesley Congregational Church
Chris and Pat Williams
Henry and Joan Woodhouse
Henry and Meg Woodhouse
Caroline Woodward
Worcester State University
Michael and Mary Young
Parvin Zawahir
$500 to $999
Ned Abelson
ACE American Insurance
Anonymous
Jane Bainbridge
David Barbato
Bay State Savings Bank
BCD Travel
Larry Begley
Berkeley Florist Supply
Mark Bernfeld
Nancy and Jeffrey Bilezikian
Kira and Michael Blaustein
Boston Children’s Hospital
Boston Medical Center HealthNet Plan
Shari Brink
Elaine Caprio
Gerry Castignetti
Cavicchio Greenhouses, Inc.
Gerald and Kate Chertavian
Carol Christ
Don Clark
Michael Clark
Evan and Vita Cohen
Commerce Bank
Connell Foliage Service
Mary Connolly
Howard Cooper
Wayne and Debbie Craig
Suzanne Cuccurullo
Peg and Mike Culhane
Database Designs
Scott and Kim David
Sally Davidson
Designer’s Choice
Michael Devejian
Luke Dillon
Joshua Dohan
Draper Laboratory
Karen Easton
Michelle Easton
Eaton Vance
Michael Ewald
Chi-Fei Fam
Florapack
Jim Fowler
Stephen Frederick
Ian Frenette
David Freudberg
William Friedman
Emily Frieze-Kemeny and Jake Kemeny
Erik Garpestad
Victoria Gaunt
Joseph and Georgia Giunta
Robert and Jeananne Goodhue
Gourmet Boutique
John Graham
William Greco
Green Mountain Coffee Roasters, Inc
Whitney and Anne Griffith
George and Margaret Hagopian
Howard Helfman
Chris Hennessey
HilCo Realty
Glenn Hill
Daniel Hirce
John A. Howell
Robert Howitt
Eric and Katherine Huang
W. Patrick Hughes and Carole Hughes Charitable Fund
Russ Hutchinson
Jacobson Floral Supply
Georgia Johnson
Mary Ellen Johnson
Stephen and Cindy Kane
Jeffrey and Georgette Katuna
Kristin Kearns Jordan and Kevin Jordan
Keepsake Growers
Howard Kellman
Jamie and Kate Kellogg
Elizabeth Kleinerman
Steve and Susan Krupski
Lanita Foley and Kaija Langley
Lynn Lucier
Brendan Mackoff
Devin Mackoff
Thomas Mandia
Jim Margolis
Kay Marquet
Joe Maurer
McBride & Lucius, Inc.
Ken McCullum
John and Lisa McGinn
Neal Minahan
Lee Glickenhaus and Victoria Moskowitz
Nature’s Flowers
Nestle Waters
Christine Nuccio
Chip O’Hare
Clive Olson
Olson’s Green Houses
Richard Osman
Jeff and Cathy Pallin
Mike Wasserman and Rachel Paster
Lauren Peaslee
Joe Penney
The Plymouth Rock Foundation
Harry and Jean Popik
PriceWaterhouse Coopers
R.K. Associates North
Andrew Rafal
Ranesh Ramanathan
Anthony Rivers
Adriana Rojas
Anne Romney
John Sablan
Saks Fifth Avenue
Henry D. Shaw
Stacey Shurgin
Jedediah and Dawn Smith
Walter Steinkrauss
Caroline and Frank Strasburger
Ruth Summers
Sunshine Bouquet Company
Morton Terry
Marvin Thomas
John Tosti
Andrew Trodella
John Vaske
Christine Vaughan
David Walker
Towers Watson
WEEI
Kenneth Weiner
Melinda Weir
Sam Westermann
Sean Whelan
Leslie Wims Morris
XL Reinsurance
Jeffery York
$200 to $499
Academy Place Foundation
Mirjola and Viola Adhami
Anonymous
Elizabeth Armstrong
Jeb and Sally Bachman
Steven Backman
Richard Bane
Richard Barnett
Lori Baronian
Ian Barton
Ernst Berndt
Michael Bevacqua
Gerard and Judy Binder
Wendy and Chuck Black
Ronald Bocage
Richard Boutilier
Donald Briggs
Jim Brigham
Lisa and Mark Bruni
Dwayne Campbell
Margaret Campbell
Jeff Caron
Romina Carrillo
Anthony Carroll
Susan Case
Smajl Cengic
Jo Chen
Brian Chu
Sol and Christie Cohen
Steve and Dana Cohen
Jorge Corral
Sarah Cruz
Sean and Kelly Curran
Jean Dalbec
Michael Daniels
Lauren Daniluk
Susan Darmody
Chris Darmody
Stuart Davies
Paul Davis
John Demler
Rob Dennis
John Desmond
Aashish Dhakad
Direct Energy
Mark Dobbs and Suzanne Reisel
John Domesick
Beverly and Charles Donohue
Christine Dormon
Mauro Dudine
Mary Ann Egan
James Eng
Sara Enright
Susan and Bruce Erickson
Sally Fassler
Matthew and Jacqueline Fearer
Laurel FitzPatrick
Scott Forbes
Elizabeth Hood and Dallas Foster
Charlene Frary
Barbara Gambino
Herbert Gardner
Erik Gitli
Irvin Goldman
Judy Gross
Rene Guilmet II
Bill Hadge
Scott Haley
Jay Halloran
Nancy Harris
Mark Harris
Rosemary Haverland
Elizabeth Hedges
Amir Helweh
Highland Development
Chris Hill
Timothee Hinds
Katy Homans
George Hoyt
Robert Hughes
IBM Employee Services Center
IPG Photonics
Franklin Isacson
Kumiko Ishikura
Maryellen Donahue
Robin Johnson
David Joncas
Derek Jones
JP Morgan Chase Foundation
Kevin Kaeding
Kendra L. Kannally
Ed Kelley
Paula Kennedy
Richard and Cynthia Kennelly
Steve Knightly
Kevin Kuczmarski
Ronald Kuczmarski
Roger J. LaGratta
Anne Lane
Kim and Steve Lanzoni
Jerold Larsson
Christine Swenson Lawrence
Thomas Lee
Sue Lehmann
David Leinheardt
Brett LEsperance
James Levine
Claudia Liberatore
David Lipshutz
Benjamin Littauer
Scott Logan
Britton Lombardi
Richard Lord
Carolyn and Paul Lucchese
Joe Macias
Patricia Mackoff
Mark Macomber
James and Marybeth Madigan
Dianne Malloy
Mark Mancuso
Donardo Marcellus
Kim Marrkand
Stacy Martin
Ellen Martin
Suzette Masters
Dickens Mathieu
Richard Maurer
William McCulloch
Maureen McGurl
Matthew McKenna
Laurie McPherson
Mary Jane McQuillen
Sue Meehan
Microsoft
Carl Mills
Morgan Stanley
Isabelle Morin
Andrew Muldowney
Michael Mulrain
Coleman Nee
Kim Nguyen
George and Alissa Nonis
Kenneth Nordstrom
Diana Cheren Nygren
Maryellen O’Brien
Kim Ogden
William O’Neill
James and Mary Penrose
Pedro Perez
Eve Pierce and Leonard Pierce
Neil Pirie
Anthony Polcari
Jessica Popik
Maureen Powers
Arin Prisand
John Putnam
James Quade
Dom Ranieri
Sanjay and Shireen Reddy
Chris Regnier
Rivaya Fund of the Jewish Communal Fund
Fran Rivkin
Rivkind Associates
Kristine Robak
Jason Roberts
Denise Rodrigues
Teresa Rodriguez
Joe Magdol and Alison Roessle
Steve and Marsha Roth
Lisa Russo
Suzanne Rutstein
John Saidnawey
Saint-Gobain Abrasives
Victoria Sargent
Jennifer Scherck
Lydia Schulz
Shari Shapiro
David Silverman
Kate and Kabir Singh
Catherine Smith
Zachary Snow and Judy Fox
Thomas and Elizabeth Sorbo
Rosa Stamatos
Patricia Stimpson
Pamela Stockton
Guy Stutz
Joy Oales Surprenant
Paul Plasky and Ilene Sussman
Kelly Sutton
Michael Tarantino
TJX Companies
Roberta Trachtman
Stan Trecker
United Way of New York City
Barbara Vallely
Francine Veloza
Voices of Metrowest
Ed Wallack
Justin Waterman
Robert Weiss
John Wiley & Sons, Inc.
Taunya Williams-Garrett
Susan N. Wilson
Amy Wixon
Laura Yamner
Michael Zoob
Chernack Zovic Family Charitable Fund
In-Kind Donations*
.406 Ventures
54 Below
5Wits
AAA of Southern New England
Abas
Bayside Resort Hotel
Bergamot Restaurant
Jeff Berman
Bertucci’s
BJ’s Wholesale Club
Blackstone Tap
Boardwalk Empire
Bobbi Brown
The Boston Athenaeum
Boston Ballet
The Boston Bruins Foundation
Boston Celtics Shamrock Foundation
Boston Duck Tours
Bowling Green Golf Club
Brasserie Cognac
Brew City
British Beer Company
Buca Di Beppo
Bully Boy Distillers
Steve Burgay
Diana Burton
c/o The Maidstone Hotel
Cabot Creamery
Cape Cod Winery
Carabiner’s Indoor Rock Climbing Gym
The Center for Asian Martial Arts
The Charles Hotel
Chelsea Piers Sports and Entertainment
Complex
Cleveland Circle Travel
Clovis Point Wines
College of the Holy Cross Athletics
Comcast
Kevin Connolly
Coolidge Corner Theater
CostCo - Dedham
Craigie On Main
Cranmore Mountain Resort
Dawson Forte Cashmere
Denise DeAmore
Deutsche Bank
Diamond Club International
Rob Donahue
Douzo Modern Japanese Restaurant
E & J Gallo Winery
Eastern Standard Kitchen & Drinks
Ecletics By Susan
Ecotarium
F1 Boston
Fallon Community Health Plan
The Fireplace
Flying Rhino
Forest City Ratner Companies
Forklift Catering
Fox
Fred’s Restaurant
Georgetown Cupcake
Grafton Group
Grand Circle Travel
Don & Fran Gratz
Green Mountain Coffee
Alan Halfenger
Hamersley Partners
Hanover Theater
Chris and Chrissy Harding
Harpoon Brewery
Beth Hedges
The Hershey Company
Hill Holliday
Hilton Boston - Financial District
Katherine Huang
Hungry Mother
Huntington Theatre Company
Hy-Line Cruises
IFP
ImprovAsylum
Insignia Athletics
Institute of Contemporary Art
Isabella Stewart Gardner Museum
Island Creek Oyster House
Island Queen
Java Joe’s
Jazz at Lincoln Center
Jeffrey Shaw Photography
JetBlue
Jillian’s of Boston
Jillian’s of Worcester
JP Licks
Jules Ko Photography
Junior League of Boston
Just Madras
Kayem
Kellari Taverna
Kelley Greens & Tides Restaurant
Kidville
Deborah Koste and Kurt Rockstroh
Kripalu Center for Yoga & Health
La Morra Ristorante
Lake Compounce Family Theme Park
Larz Anderson Auto Museum
Lazer Craze
Legal Sea Foods
Frances P. LeMieux
Lewis Family Foundation
The Liberty Hotel
Live with Kelly & Michael
Lyric Stage Company
Mach 1 Travel, Inc.
Mandarina Studio
Manna Massage
Marathon Sports
Peter Markarian
Massachusetts Museum of
Contemporary Art
Metropolis Café
Michele Topor’s Food Tours of Boston
Doug Miller
Mistral -Columbus Hospitality Group
Mohegan Sun
Monument Lane
Viola and Richard Morse
Move Maven
Nantucket Steamship Authority
New Repertory Theatre
Niche Hospitality
Night Shift Brewing Company
Not Your Average Joe’s
Old Sturbridge Village
The Original Tremont Tearoom
Panera Bread
Pat’s Peak
The Paul Revere House
Pawtucket Red Sox
Picco Restaurant
The Plimoth Plantation
Polka Dog Bakery
Portsmouth Brewery
Pour House
The Preservation Society of
Newport County
Pucci’s Jewelers
David Punch and Sycamore Restaurant
Rachael Ray Show
The Red Sox Foundation
Reebok International
Mike and Christy Refojo
Regatta Point Community Sailing
The Renaissance Boston Waterfront Hotel
Rent the Runway
Susan Roberts, Anderson & Kreiger LLP
Sapient
Randy Scherck
Sea Glass Fine Arts
Seekonk Speedway
Robert Blair Shepler
Sheraton Boston Hotel
Six Flags New England
Smathers & Branson
Sole Hospitality
The SpeakEasy Stage Company
Spoodles Deli
The Sports Museum at TD Garden
Squam Lakes Natural Science Center
State Street Corporation
Brian and Maria Steck
Sterling Golf Management
Story Land
Streetcar Wine & Beer
Sudler & Hennessey
Sun Life Financial
The Sun Wine Fest
The Swan Boats of Boston
Tadpole
Tavistock Restaurants
Theatre Café
Thomas Fallon Photography
Wes and Rosemarie Thompson
Toscano’s
Toshiba Business Solutions
Tower Hill Botanic Garden
Tremendous Maid
Tremont 647
Truro Vineyards
Union Market
Wachusett Mountain
Connie Walkingshaw
Warby Parker
Mike Wasserman
WEEI
West Bridge Restaurant
The Westin Boston Waterfront
Westin Times Square
The Wheelock Family Theatre
Whole Foods
Worcester Art Museum
Worcester Sharks
Z Café
Frank Zona
Zoo New England
15
Bottom Line - Massachusetts
Bottom Line - New York
Bottom Line National
500 Amory St, Suite 3
26 Court St, Suite 1303
500 Amory St, Suite 1
Jamaica Plain, MA 02130
Brooklyn, NY 11242
Jamaica Plain, MA 02130
P: 617.524.8833
P: 347.889.7627
P: 617.524.8833
F: 617.524.9559
F: 347.889.5897
F: 617.524.9559
Leadership Team
Leadership Team
Leadership Team
Mike Wasserman
Executive Director
Ruth Genn
Executive Director
Greg Johnson
Jennifer Scherck
Development Director
Shion Ishikura
Development Director
Dave Borgal
Ann Helfman
Access Program Director
Deborah Steinberg
Access Program Director
Jed Smith
Justin Strasburger
Success Program Director
Ginette Saimprevil
Success Program Director
Andrew MacKenzie
Chief Executive Officer
Founder/National Program Director
Chief Development Officer
Director of Evaluation
Katrina Magdol
Operations and HR Manager
Encouraging
Sarah Place
students.
Curriculum and Training Director
Building
relationships.
Strengthening
communities.
www.bottomline.org